Company configuration

This content is for Spring ’26. Switch to the latest version for up-to-date documentation.

Aforza uses custom metadata to configure company-wide behaviour across the Aforza applications. Changing these settings affects how the suite runs in your org; adjust them as part of controlled go-live or change management, not ad hoc in production without review. Aforza ships with sensible defaults that work out of the box.

Beyond the flags listed below, administrators often coordinate Company Config or equivalent records with other org-wide choices such as default currency and multi-currency behaviour, order and pricing settings, numbering schemes, and integrations. Keep a single source of truth for which options are live so field and office teams see consistent behaviour.

Create a new company configuration record

From any of the Aforza applications, open Setup.
In the left-hand menu, open Custom Metadata Types.
Next to Company Config, select Manage Records.
Configure the label, developer name, and the option fields you need.
Save the record.

Product catalogue discounting

Turn this on to show products in catalogue views with automatic discounts applied where your pricing policies supply them, so reps see shelf-facing prices aligned to agreed terms during browsing.

Order capture promotion alerts

Turn this on to surface eligible promotions when products are added to the order cart during capture, reducing missed funding or uplift opportunities during the conversation with the buyer.